Sustainable Growth Advisers as of June 30, 2025
Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 55 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.2 | $1.4B | 6.4M | 219.39 | |
| Microsoft Corporation (MSFT) | 7.2 | $1.4B | 2.8M | 497.41 | |
| Facebook Inc cl a (META) | 5.7 | $1.1B | 1.5M | 738.09 | |
| Intuit (INTU) | 5.6 | $1.1B | 1.4M | 787.63 | |
| NVIDIA Corporation (NVDA) | 5.3 | $1.0B | 6.5M | 157.99 | |
| Visa (V) | 5.3 | $1.0B | 2.9M | 355.05 | |
| S&p Global (SPGI) | 4.1 | $796M | 1.5M | 527.29 | |
| Synopsys (SNPS) | 4.1 | $793M | 1.5M | 512.68 | |
| Servicenow (NOW) | 3.4 | $665M | 647k | 1028.08 | |
| Waste Management (WM) | 3.4 | $663M | 2.9M | 228.82 | |
| Aon (AON) | 3.4 | $659M | 1.8M | 356.76 | |
| Canadian Pacific Kansas City (CP) | 3.3 | $642M | 8.1M | 79.27 | |
| Chipotle Mexican Grill (CMG) | 3.1 | $597M | 11M | 56.15 | |
| salesforce (CRM) | 3.0 | $577M | 2.1M | 272.69 | |
| HDFC Bank (HDB) | 2.9 | $565M | 7.4M | 76.67 | |
| Arm Holdings (ARM) | 2.9 | $559M | 3.5M | 161.74 | |
| Alphabet Inc Class C cs (GOOG) | 2.5 | $482M | 2.7M | 177.39 | |
| Danaher Corporation (DHR) | 2.5 | $482M | 2.4M | 197.54 | |
| Gartner (IT) | 2.4 | $470M | 1.2M | 404.22 | |
| UnitedHealth (UNH) | 2.2 | $434M | 1.4M | 311.97 | |
| Novo Nordisk A/S (NVO) | 2.2 | $427M | 6.2M | 69.02 | |
| Yum! Brands (YUM) | 2.0 | $390M | 2.6M | 148.18 | |
| Workday Inc cl a (WDAY) | 1.9 | $359M | 1.5M | 240.00 | |
| Alcon (ALC) | 1.6 | $311M | 3.5M | 88.28 | |
| MercadoLibre (MELI) | 1.6 | $304M | 116k | 2613.63 | |
| Steris Plc Ord equities (STE) | 1.6 | $300M | 1.2M | 240.22 | |
| Apple (AAPL) | 1.4 | $272M | 1.3M | 205.17 | |
| Infosys Technologies (INFY) | 1.4 | $270M | 15M | 18.53 | |
| Netflix (NFLX) | 1.4 | $266M | 199k | 1339.13 | |
| American Express Company (AXP) | 1.3 | $260M | 816k | 318.98 | |
| Cooper Cos (COO) | 1.2 | $241M | 3.4M | 71.16 | |
| Ecolab (ECL) | 1.0 | $188M | 699k | 269.44 | |
| Taiwan Semiconductor Mfg (TSM) | 0.6 | $122M | 539k | 226.49 | |
| Unilever (UL) | 0.1 | $27M | 440k | 61.17 | |
| Fomento Economico Mexicano SAB (FMX) | 0.1 | $24M | 235k | 102.98 | |
| Sap (SAP) | 0.1 | $21M | 69k | 304.10 | |
| Waste Connections (WCN) | 0.1 | $17M | 91k | 186.72 | |
| Shopify Inc cl a (SHOP) | 0.1 | $15M | 129k | 115.35 | |
| Linde (LIN) | 0.1 | $14M | 30k | 469.18 | |
| Atlassian Corporation Cl A (TEAM) | 0.1 | $14M | 68k | 203.09 | |
| Universal Music Group Nv Un (UNVGY) | 0.1 | $12M | 737k | 16.18 | |
| Grab Holdings Limited Class A Ord (GRAB) | 0.1 | $11M | 2.1M | 5.03 | |
| Alibaba Group Holding (BABA) | 0.1 | $11M | 92k | 113.41 | |
| Tencent Music Entertco L spon ad (TME) | 0.1 | $10M | 512k | 19.49 | |
| Xp Inc cl a (XP) | 0.0 | $9.2M | 455k | 20.20 | |
| Aia Group Ltd-sp (AAGIY) | 0.0 | $8.5M | 235k | 36.18 | |
| Experian (EXPGY) | 0.0 | $8.0M | 156k | 51.36 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $7.3M | 17k | 424.58 | |
| Makemytrip Limited Mauritius (MMYT) | 0.0 | $5.4M | 56k | 98.02 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $1.9M | 11k | 176.23 | |
| Autodesk (ADSK) | 0.0 | $593k | 1.9k | 309.57 | |
| Msci (MSCI) | 0.0 | $430k | 745.00 | 576.74 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $357k | 881.00 | 405.46 | |
| Starbucks Corporation (SBUX) | 0.0 | $300k | 3.3k | 91.63 | |
| Sherwin-Williams Company (SHW) | 0.0 | $200k | 583.00 | 343.36 |
